JE
CFP
JE
CFP

John Keegan Einspanier

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John works as a client advisor at Legacy Advisors, LLC, providing investment and financial planning advice. He dedicates full-time hours to this role and another full-time amount of time to a member firm affiliation with Legacy Advisors.

Employment History
Current Registrations
M Holdings Securities, INC.Broker
February 2020 - Present · 6 yrs
Legacy Advisors, LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Oakwood Capital Management LLC
September 2018 - November 2019 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
September 2017 - February 2018 · 5 mos
Northwestern Mutual Investment Services,llc
September 2017 - February 2018 · 5 mos
TD Ameritrade, INC.
October 2016 - August 2017 · 10 mos
TD Ameritrade Investment Management, LLC
October 2016 - August 2017 · 10 mos
TD Ameritrade, INC.Broker
October 2016 - August 2017 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - August 2016 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - August 2016 · 1 yr 1 mo
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Keegan Einspanier - Financial Advisor | TrueAdvisor